401(k) · DOL Form 5500 · 2023

H&e Equipment Services, Inc. 401(k) Plan

Data updated 2026-08-25

$155M
Total assets Near avg plan size
2,316
Participants Above avg headcount
94th
Percentile by assets National rank
$66,829
Avg per participant Below avg balance/head
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Official DOL plan name: H&e Equipment Services, Inc. 401(k) Profit Sharing · Sponsored by H&e Equipment Services, Inc. · Louisiana · Wholesale Trade

$155M in assets, 2,316 participants

H&e Equipment Services, Inc.'s H&e Equipment Services, Inc. 401(k) Profit Sharing reported $155M in total assets and 2,316 participants in its 2023 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,003 in Wholesale Trade (6,309 peers)

Coverage in Louisiana

H&e Equipment Services, Inc. 401(k) Profit Sharing covers 2,316 participants in Louisiana, 4.7x the typical Louisiana plan (state average ~495 per filing). Assets: $155M.

#6,003
in Wholesale Trade (6,309 peers)
+18.9%
assets growth YoY
1.6×
vs typical plan assets (national mean)

H&e Equipment Services, Inc. 401(k) Profit Sharing's outsized position by total assets

H&e Equipment Services, Inc. 401(k) Profit Sharing vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$154,776,428 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

H&e Equipment Services, Inc. 401(k) Profit Sharing's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H&e Equipment Services, Inc. 401(k) Profit Sharing lands in the large band (2,316 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H&e Equipment Services, Inc. 401(k) Profit Sharing reported net income rose from -$27M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • H&e Equipment Services, Inc. 401(k) Profit Sharing end-of-year assets rose from $130M in the plan year 2022 filing to $155M in the plan year 2023 filing.
  • H&e Equipment Services, Inc. 401(k) Profit Sharing reported participants rose from 2,169 in the plan year 2022 filing to 2,316 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 810553291 · H&e Equipment Services, Inc. PY 2023 · 401(k)

H&e Equipment Services, Inc. 401(k) Profit Sharing · $155M · 2,316 · 94th

  • VS-ST $155M
  • BOY 2,316
  • SCH 94th
  • EBSA 401(k)
  • PART near Rosendin Electric 401(k) Savings Plan
  • TYPE ind #6003

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Louisiana →

H&e Equipment Services, Inc. 401(k) Profit Sharing in the asset neighbourhood

Foth & Van Dyke, LLC 401(k) Retirement Savings PlanFoth & Van Dyke, LLC 401(k) …$155MRosendin Electric 401(k) Savings PlanRosendin Electric 401(k) Sav…$155MH&e Equipment Services, Inc. 401(k) Profit SharingH&e Equipment Services, Inc.…$155MWest Herr Employees' Retirement PlanWest Herr Employees' Retirem…$155MBasic Retirement Savings Plan$155M
End-of-year total assets ($M) among H&e Equipment Services, Inc. 401(k) Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$130M
Net Assets (End of Year)$155M
Net Income$25M
Employer EIN810553291
Plan Effective Date1966-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (H&e Equipment Services, Inc.)

Sponsor-wide plan assets over time

All H&e Equipment Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$179M 37.721117323001074% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $130M $179M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 2,169 $130M
2023 1 2,316 $155M
2024 1 2,815 $179M

Nearby 401(k) Plans in Louisiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

H&e Equipment Services, Inc. 401(k) Profit Sharing vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -202468 Total assets ($B) Participants H&e Equipment Services, Inc. 401(k) Profit Sharing, Total assets ($B): 0.154776428 · Participants: 2316H&e Equipment Services, Inc. 401(k) Profit SharingLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
H&e Equipment Services, Inc. 401(k) Profit Sharing vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare H&e Equipment Services, Inc. 401(k) Profit Sharing side-by-side with 3 peers →

H&e Equipment Services, Inc. 401(k) Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Rosendin Electric 401(k) Savings Plan in CA ($155M); by covered participants it is Vonachen Group, Inc. 401(k) Plan in IL (2,316 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($155M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,316 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did H&e Equipment Services, Inc. 401(k) Profit Sharing assets move in 2023? ▼
H&e Equipment Services, Inc. 401(k) Profit Sharing grew sharply - up 18.9% during 2023, from $130M to $155M. Reported net income was $25M.
How have H&e Equipment Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H&e Equipment Services, Inc.'s sponsor-wide assets grew 37.7%, from $130M to $179M.
Where does H&e Equipment Services, Inc. 401(k) Profit Sharing rank by assets among Form 5500 filers? ▼
H&e Equipment Services, Inc. 401(k) Profit Sharing ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to H&e Equipment Services, Inc. 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is Rosendin Electric 401(k) Savings Plan in CA ($155M, 1,866 participants).
Which 401(k) plans cover a similar participant headcount to H&e Equipment Services, Inc. 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is Vonachen Group, Inc. 401(k) Plan in IL (2,316 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810553291.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.